Understanding VPS and Installing Perfex CRM with CWP Panel

What is a VPS?

A Virtual Private Server (VPS) is a virtualized server environment created by partitioning a physical server into multiple virtual servers. Each VPS operates as an independent server with its own operating system, resources, and configurations. VPS hosting provides more control and customization than shared hosting, making it an ideal choice for businesses and developers.

Introduction to Perfex CRM

Perfex CRM is a powerful customer relationship management (CRM) and project management solution designed to streamline business processes. It offers features such as customer management, project tracking, invoicing, and more, making it an essential tool for businesses of all sizes.

Installing Perfex CRM on a VPS with CWP Panel

If you’ve chosen a VPS with CWP Panel for your hosting needs, here’s a comprehensive guide on how to install Perfex CRM.

Prerequisites:

Before you begin, ensure you have the following:

1. VPS with CWP Panel: Make sure your VPS is equipped with CWP Panel. If not installed, you can follow your hosting provider’s instructions or use an alternative control panel.
2. Perfex CRM Files: Download the latest version of Perfex CRM from the official website.

Step 1: Access CWP Panel

Log in to your CWP Panel using the provided credentials. Once logged in, navigate to the “File Management” section.

Step 2: Upload Perfex CRM Files

1. Inside the “File Management” section, create a new directory for Perfex CRM. This could be in the root directory or a subdirectory depending on your preference.
2. Upload the contents of the Perfex CRM ZIP file to the directory you just created.

Step 3: Create a Database

1. In CWP Panel, find the “MySQL Manager” option.
2. Create a new database and a user for Perfex CRM. Note down the database name, username, and password.
3. Add the user to the database and grant it all privileges.

Step 4: Configure Perfex CRM

1. Locate the config directory in the Perfex CRM files and find the database.php file.
2. Update the database connection details in the configuration file with the database name, username, and password you created earlier.

Step 5: Set Permissions

Ensure that the file and directory permissions for Perfex CRM are set correctly. Directories should typically have a permission of 755, and files should have a permission of 644.

Step 6: Access Your Website

Open your web browser and navigate to your website’s URL. You should be directed to the Perfex CRM installation wizard.

Step 7: Complete Installation

Follow the on-screen instructions to complete the installation of Perfex CRM. This includes setting up an admin account, configuring database settings, and other initial configurations.

Congratulations! You’ve successfully installed Perfex CRM on your VPS using CWP Panel. Regularly check for updates to Perfex CRM and keep your server software up-to-date for security and performance reasons.